Adam Zimmerman, financial advisor Bellevue WA

Adam Zimmerman

CRD Number: 4321709
Current Firm: Columbia River Advisors

Adam Zimmerman (CRD# 4321709) is an Investment Advisor Representative working at Columbia River Advisors in Bellevue, WA and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Columbia River Advisors LLC Tacoma, WA Apr 2016 - Current 5
Blue Moon Wealth Advisory, LLC Bellevue, WA Sep 2014 - Apr 2016 1
Summit Asset Strategies Wealth Management, LLC Bellevue, WA Jun 2010 - Aug 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2001
S65 NASAA Investment Advisors Law Examination Dec 2003
Contact Info for Adam Q. Zimmerman
Phone Number: (253) 589-1401
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    442
    MILLIONS
  • Total Number of Accounts
    985
    ACCOUNTS
  • Average Account Value
    $448,681
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States

AK, CA, FL, IN, MT, NC, OH, OR, WA, WI

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